Step 1: Access the Lead Profile
Begin by logging into your Pabau account. Use the search bar at the top of the screen, switch to the Leads tab, and search for leads.
Alternatively, navigate to Leads in the left sidebar menu and click on "Leads". Use the search bar in the top right corner to find specific leads.
NOTE: Inactive leads will not appear in your active lead lists or pipelines but remain searchable in your system.
Step 2: Deactivate the Lead
Once you open the lead card, locate the “Active” status label beneath the lead’s initials on the left sidebar.
Hover over the label to reveal the “Deactivate” option.
Click to initiate the deactivation process, and a confirmation prompt will appear. Select “OK” to confirm.
The lead will then be marked as inactive and removed from your active pipeline, while their information remains securely stored for future reference.
Once deactivated, the lead’s status will be displayed in red letters as “Inactive” when you open their lead card.
By following these steps, you will successfully deactivate a lead, keeping your active pipeline focused while preserving all lead information for future reference.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.